Crystal Jamieson is a financial advisor at Pasadena Private Wealth, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Stifel Nicolaus & Co Inc, and Wells Fargo Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm employs a fundamental analysis approach with model-driven portfolios and third-party managers, managing over $1.2 billion in assets across multiple offices.

Leonard Smith is a financial advisor at Legacy Investment Strategies, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Additionally, he is involved with MGM Financial Group, where he provides income tax preparation and accounting services. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities, offering portfolio management, financial planning, and third-party manager referrals. The firm uses asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.

Forrest Friedow is a financial advisor at Vestia Personal Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ausdal Financial Partners Inc. and Larson Financial Securities, LLC. Friedow is involved in multiple business ventures, including managing roles in investment consulting and venture capital entities. Vestia Personal Wealth Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach utilizing in-house management, third-party sub-advisors, and technology solutions, and offers access to alternative investments through a non-discretionary private capital platform.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Connective Wealth Partners, she has been the Chief Executive Officer of Money News Network since 2023, a financial industry podcast network producing content on financial news and wellness. She also has a background in media production with Nothing but Gold Productions from 2011 to 2025. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis with a long-term orientation and constructs portfolios from a variety of investment vehicles, overseeing third-party managers and implementing client-approved restrictions.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

Ericson Shi is a financial advisor at East West Wealth Advisors LLC in Pasadena, CA, with three years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Morgan Stanley. Outside of his advisory role, he performs administrative duties for PRJ Group, a real estate investment business. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, and institutional investors, using a goals-based, multi-asset investment framework overseen by an Investment Policy Committee.

Rodney Au Yeung is a financial advisor with Discipline Wealth Solutions, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cpr Investments Inc. and Aegis Wealth Management, Inc. Since 2002, he has also worked as an independent insurance agent. Discipline Wealth Solutions serves individuals, including high-net-worth clients, corporations, retirement plans, and other registered advisors with tailored investment advisory services. The firm utilizes a variety of investment approaches and provides retirement plan consulting, sub-advisory services, and in-house management.

Andrew Hyer is a CFP® with 21 years of industry experience, currently serving at Dorsey, Wright & Associates, LLC since 2004. He is based in Pasadena, CA and holds a Series 65 license. Dorsey, Wright & Associates provides discretionary investment management to individual investors and offers research, model licensing, and advisory services to institutional and professional clients. The firm’s investment approach focuses on technical analysis using Point & Figure charting and relative strength methods applied across multiple asset classes through rules-based products.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients. The firm’s investment process is client-driven, combining equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

Paul Selsor is a financial advisor at Oakwood Capital, Inc. in Pasadena, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oakwood Capital in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory role, he is a principal at FM Financial Services, Inc., where he oversees health and welfare business activities. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies through a combination of in-house and third-party model portfolios.

Zhuoli Wang is a financial advisor at Globalink Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Globalink Wealth Management since 2023. Wang is also involved with Globalink Insurance, LLC as a fixed insurance agent. Globalink Wealth Management offers hourly and fixed-fee financial planning alongside discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies from long-term holdings to active trading and provides access to both in-house and third-party managers.

Joseph Traba is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 28 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including The Leaders Group, Inc. and Stonemark Wealth Management. In addition to his advisory role, he is involved in the sales and marketing of insurance products through Strategy Insurance Services, LLC. Strategy Asset Managers serves a diverse clientele ranging from individual to ultra-high-net-worth and institutional clients, offering portfolio management, financial planning, and institutional investment management. The firm employs a combination of fundamental equity selection, dividend-oriented and growth strategies, along with quantitative approaches, and manages private pooled investment vehicles while providing family office services for very large relationships.

Chung Ping Li is a financial advisor at Griffinest Asia Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Griffinest Asia since 2019. In addition to his advisory role, he is a licensed real estate agent affiliated with Coldwell Banker Dynasty, where he has been active since 2013. Griffinest Asia Asset Management primarily serves high-net-worth individuals, corporations, and institutional clients by providing discretionary portfolio management and personalized financial planning. The firm customizes portfolios based on client risk tolerance and objectives, investing across domestic, foreign, and alternative securities.

William Lavelle is a CFA® charterholder with 12 years of industry experience. He is currently with East West Wealth Advisors LLC and previously worked at Cetera, Bank of America, Merrill, and City National Rochdale. In addition to his advisory role, he provides banking services for East West Bank, including lending and managing client banking requests. East West Wealth Advisors offers discretionary separately managed account services to high-net-worth individuals, trusts, and institutional investors. The firm utilizes a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and operates as a wholly owned subsidiary of East West Bancorp.

Michael Frazier is a financial advisor with California Financial Partners, Inc., holding Series 65 and Series 66 credentials and seven years of industry experience. His previous roles include positions at LPL Financial LLC, BNY Mellon Wealth Management, and City National Bank. He provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, business entities, and pension and profit-sharing plans across areas such as cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and uses fundamental analysis and public research sources, but does not manage client assets or provide discretionary portfolio management.

Robert Horning is a financial advisor with McDermott Investment Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at McDermott Investment Advisors since 2017 and previously spent eight years with Centaurus Financial, Inc. Outside of his advisory role, he operates H & S Wealth Management, a consulting business related to broker-dealer products. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately 700 accounts with about $211 million in assets, utilizing both firm-developed and third-party model portfolios across various asset classes and offering access to third-party advisers and programs for smaller accounts.

Liam Critchett is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Westmont College and Loyola Marymount University. Strategy Asset Managers serves individual, high-net-worth, ultra-high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm employs a combination of fundamental equity selection and quantitative strategies across various asset classes and also provides family office services and fund sponsorship.

Connie Chang is a financial advisor at East West Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining East West Wealth Advisors, she worked at East West Bank and Deloitte & Touche LLP. East West Wealth Advisors provides discretionary separately managed account advisory services to high-net-worth individuals, trusts, institutional investors, and other entities, using a goals-based, multi-asset investment approach overseen by an Investment Policy Committee.

James Moylan is a CFA® charterholder with 19 years of industry experience. He has been with SFE Investment Counsel Inc. in Los Angeles since 2007. SFE Investment Counsel serves individuals, families, trusts, charitable organizations, retirement plans, businesses, and institutional clients. The firm’s investment approach emphasizes asset allocation and a total-return orientation with concentrated portfolios typically holding 20–25 equity positions selected through fundamental, technical, and cyclical analysis combined with fixed-income laddering to manage risk.

Leonid Medved is a financial advisor with Valley Wealth Managers, Inc. He holds the Series 66 designation and has 15 years of industry experience, including over a decade at Bank Leumi USA and related firms prior to joining Valley Wealth Managers in 2023. He serves on the investment committee of the Gideon Hausner Jewish Day School, assisting with the school's endowment management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm emphasizes a client-driven investment process, combining equities, fixed income, and cash while utilizing individual securities and mutual funds or ETFs as appropriate.